Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther offers discretionary investment management services through its wrap program. The annual program fee is negotiable, up to 2.00%, depending on the complexity of the account, the amount of client assets, and the independent/separately managed accounts utilized. Farther may also offer services on an hourly basis, up to $1,000 per hour, or on a flat annual fee basis. Clients are charged in advance at the beginning of each calendar month based on the value of the account at the end of the previous quarter.
Areas of Practice
Advisor Information
Office location
Salinas, CA
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No disclosures, customer disputes, or regulatory actions on file.
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Andrew is the owner of Gamma Crucis, LLC, a limited liability company, since 2021. He spends minimal time purchasing rental property and collecting rent.